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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $24,670 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $12,926 |
LATTAHARRIS, LLP1+ years Service code 10 · EIN 39-1901322 | Accounting | $6,685 |
NATIONAL ADMINISTRATION, INC.1+ years Filed as: NATIONAL ADMINISTRATION INC Service code 15 · EIN 39-1967492 | Recordkeeping | $2,857 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,902 | $31,109+73.3% | $67,704-20.4% | $52,331+3.0% |
| Participation rate | 24.4% | 54.0%-29.6pp | 67.5%-43.1pp | 68.1%-43.7pp |
| Annual return | 0.17% | 23.70%-23.5pp | 25.41%-25.2pp | 4.54%-4.4pp |
| Employer contribution / active EE | $326 | $1,076-69.7% | $2,559-87.3% | $1,882-82.7% |
| Participant deferral / active EE | $1,090 | $1,970-44.7% | $3,585-69.6% | $3,022-63.9% |
| Admin fee / account holder | $746 | $466+60.2% | $4,255-82.5% | $592+26.2% |